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Disclosery

IFP Advisors, Inc: SWIM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on SWIM, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 149,503 SWIM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,503 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $967,284.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 149,505 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $802,842.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 149,514 shares
    Change vs previous 13F -147,112 shares

    0.02% of the 13F portfolio, value $949,414.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 296,626 shares
    Change vs previous 13F +148,615 shares

    0.06% of the 13F portfolio, value $2,257,324.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 148,011 shares
    Change vs previous 13F -298 shares

    0.03% of the 13F portfolio, value $948,037.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 148,309 shares
    Change vs previous 13F +148,303 shares

    0.03% of the 13F portfolio, value $953,627.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $42.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).